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Principia Wealth Advisory’s Toyota TM Stock Holding History

Principia Wealth Advisory’s Portfolio TM Stock Details TM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.3K Buy
67
+1
+2% +$189 0.01% 237
2026
Q1 		$13.6K Buy
66
+17
+35% +$3.84K 0.01% 187
2025
Q4 		$10.5K Hold
49
– – 0.01% 191
2025
Q3 		$9.36K Buy
49
+31
+172% +$5.84K 0.01% 208
2025
Q2 		$3.1K Buy
+18
New +$3.26K ﹤0.01% 302

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Principia Wealth Advisory's TM Position: Q2 2026 in Review

Principia Wealth Advisory increased its Toyota (TM) stake by 1.5% in Q2 2026, buying an estimated $189 and bringing the position to 67 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #237.

Principia Wealth Advisory first reported a position in TM in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.6K in Q1 2026. 642 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Principia Wealth Advisory held 67 shares of Toyota worth $11.3K as of Q2 2026.
  • Principia Wealth Advisory bought 1 Toyota share in Q2 2026, an estimated $189.
  • Toyota made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #237 holding.
  • Principia Wealth Advisory first reported a position in Toyota in Q2 2025 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Toyota position peaked at $13.6K in Q1 2026.
  • 642 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.